Info-Graphs

Netflix Earnings Charts And Cloud

Netflix Earnings Charts And Cloud

The following analysis was prepared using tools offered by Sentieo. Sign up for a free trial to run the analysis yourself. We let our data scientists loose on NFLX’s latest conference call transcript. High-level takeaway:  NFLX is sounding a more muted tone while […]

The Correct Unemployment Rate?

The Correct Unemployment Rate?

The topic of the unemployment rate has come up a lot recently with regards to debates around full employment, wage growth, inflation, the stage of the business cycle, and of course monetary policy.  These are all critical inputs into the […]

China Reflation?

China Reflation?

Chinese PPI inflation picked up further in September, accelerating to 6.9% (6.3% previous, and consensus).  It forms part of a trend that we have seen in China towards higher generalized inflation.  We’re also seeing PPI inflation accelerating in the less […]

Sentiment Red Flags

Sentiment Red Flags

This article reviews the data from the latest weekly sentiment survey we conduct over on Twitter.  The survey measures respondents’ equity and bond positioning/view – differentiating between whether the view is bullish or bearish for technical or fundamental reasoning.  The latest results […]

Excessive Regulation Is A Huge Tax

Excessive Regulation Is A Huge Tax

FORECASTS & TRENDS E-LETTER by Gary D. Halbert October 10, 2017 The US Economy Lost 33,000 Jobs in September House Passes $4.1 Trillion Budget – Matches Record High America’s Onerous & Rising Regulatory Burden Special Report: The Growth Potential of […]